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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,648 | $98,776+80.9% | $149,745+19.3% | $79,856+123.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -26.21% | 27.38%-53.6pp | 276.72%-302.9pp | 31.71%-57.9pp |
| Employer contribution / active EE | $39,492 | $3,217+1127.5% | $4,646+750.1% | $2,471+1498.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $14,607 | $6,053+141.3% | $9,312+56.9% | $5,306+175.3% |